Gpwm LLC has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $125 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $15M, Vanguard Mun Bd Fds Tax Exempt with a value of $14.8M, Vanguard Ftse Developed Market with a value of $14.8M, Vanguard Large Cap ETF with a value of $13.3M, and Vanguard Small Cap ETF with a value of $11.3M.

Examining the 13F form we can see an increase of $179K in the current position value, from $125M to 125M.

Below you can find more details about Gpwm LLC portfolio as well as his latest detailed transactions.

Portfolio value $125 Million
ETFs: $125 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 20
  • Current Value $125 Million
  • Prior Value $125 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 24, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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